Client Contact Officer (Superannuation)

All vacancies of AustraliaBanking & Financial ServicesClient Contact Officer (Superannuation)

Exposure to all areas of the business, collaboratively seeking opportunities to help local WA members achieve their retirement dreams.

Summary about this job

Client Services

Company: Western Financial

Location: Perth

Work type: Full Time

Salary: n\a

Phone: +61-7-2540-8142

Fax: +61-7-5992-8539

E-mail: n\a

Site:

Detail information about job Client Contact Officer (Superannuation). Terms and conditions vacancy

  • “Energetic, flexible, innovative & motivated working culture” – Fabian Ross, CEO
  • Apply your passion for delivering a positive member experience
  • Working in the Perth CBD offering an array of employee benefits

About WA Super

WA Super is a not for profit, industry fund that manages $3.5bn in retirement savings for over 60,000 Western Australians and 4,000 local businesses. Originally established to service Local Government employees, WA Super is now available to all West Australians.

WA Super offers expert knowledge of superannuation as well as flexible choices and low fees, so that each member can tailor their super to their own needs and plan for the retirement they want.
Unlike some other super funds, WA Super isn’t run to make a profit for shareholders. Our goal is to help members achieve their retirement dream.

The Role

Join our energetic, innovative and growing organisation to be the first point of call for our members and employers. You will gain exposure to all areas of the business, collaboratively with our Member Experience Department, seeking opportunities for our members on how to best achieve their retirement dreams. Providing education, general advice and high quality customer service by attending to incoming enquiries as well as working on various Call Campaign Projects.

This 12 month full-time contract role is a unique opportunity to further apply your passion for delivering a positive member experience, making a difference to local members, by walking in their shoes whilst;

  • Working as one to engage with existing and new members, employers and internal clients to seek opportunities to best assist them to achieve their retirement dreams, initially predominately via outgoing call campaigns;
  • Educating members and employers regarding technical interpretations, investment options, SG interpretation, salary sacrifice, our products, insurance and retirement options;
  • Providing factual information and general advice via incoming and outgoing phone calls, webchats and walk-ins;
  • Identifying members through data reporting and contacting to provide further general advice on superannuation products, services and financial planning options;
  • Collaborate with all other departments to innovatively develop or improve and implement strategies to continually improve member education and service to always delight the customer;
  • Record all interactions with external contacts in the customer relationship management system;
  • Generating referrals to our in house Financial Planning Team; and
  • Assist with maintenance of policies, procedures and phone scripts.

You

To be successful in this role you will possess;

  • Experience working in the Financial Services, Banking or Superannuation industry;
  • RG146 Superannuation qualified or willingness to complete within three (3) month probation essential for providing general advice;
  • Experience in a client contact role essential; and
  • Highly organised with a passion for delivering high quality service to expand our member base.

Culture

At WA Super, we work together with a shared purpose: help our members achieve their retirement dream. We work with passion and commitment, and have an unwavering focus on our members and the organisations that employ them.

Being a medium sized company in a dynamic environment, we see the importance of developing our people, empowering them to embrace opportunities, and to make a difference. Our values of Care, Understand, Teamwork, Honesty & Can-do underpin the way we work and collaborate at WA Super.

We are committed to upholding the highest standards of integrity in all that we do, and maintain a culture of honesty and ethical conduct.

Benefits

In return we offer a positive, healthy working environment along with the following benefits;

  • Training and development support including study leave;
  • Competitive salary;
  • Rewards and recognition program;
  • Monthly social club events; and
  • HBF recognised wellness programme with monthly wellness initiatives and private health discounts.

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